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Client facing role to service and handle existing and new insurance policies for clients and prospective clients. Policy types to be handled include (but not limited to) High Net Worth, private home (contents and buildings) Boats, Pets, Holiday Homes and Personal Accident.
Job Responsibility:
Speaking with clients, taking them through our sales process
Researching and providing new quotations
Proactively speaking with former clients and previous enquirers to offer quotations at next renewal
Managing the renewal book of existing clients
Ensuring timely renewal of policies and processing the renewal
Collecting payment and arranging payment where required under finance schemes
Running and maintaining a well-managed diary system
Any other duties as requested by your Line Manager in accordance with the nature of this position
Requirements:
Suite of Microsoft Office Products
Understanding of the principles of insurance broking
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